Combined Financial Strategies Ltd

Reviews, get directions and contact details for Combined Financial Strategies Ltd

About

We are a firm of Chartered Financial Planners based in Bath offfering Independent Financial Advice to personal, professional, corporate and trust clients.

Mission

We give our clients confidence that they are using their money in the most effective way for their current and future needs.

Products

We specialise in offering client advice and guidance on:

- Retirment Planning
- Investment Strategies
- Inheritance Tax Planning
- Long Term Care Funding Strategies
- Safeguarding your family's future (Protection Planning)

Address: 38 Gay St, Bath BA1 2NT, UK

Phone: 01225 471462

Website

moc.grosfc@ofni

State: Bath and North East Somerset

City: Bath

Zip Code: BA1 2NT

opening times

Monday: 9:00 AM – 5:30 PM
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as they say).

So with Jonothan I got to know him well first, did my due diligence and the track record of delighted clients and national recognition (e.g. Financial Adviser of the Year, Retirement & later Life Advice Specialist of the year to name but two) backed all this research up.

Even so, having got my fingers burnt, I was still very cautious and asked lots of questions. Jonothan was extremely patient, knowledgeable and structured in his whole approach.

His communications were prefect through the whole transfer process (which was complicated by Lloyds Pension Administrators being changed 'mid-transfer') and Jonothan dealt with the problems as they arose and together even got the new administrators to resolve a complaint when mistakes were made during the transfer process.

I am confident that we now have a solid investment strategy and he is now advising my wife too on her pension investments. So I'd not only add my endorsement I would thoroughly recommend Jonothan to anyone looking for pension or pension transfer advice, especially those 55+ Lloyds / TSB Ex-employees that are trying to work out the pros / cons of leaving their pension where it is

 8 years ago (04-05-2017)

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